Purchases and Sales Made in Q1 2025 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 2025. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
470+ 0.58% |
$98.5K - $116K
|
81.6K
$18.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
468+ 2.09% |
$98.1K - $116K
|
22.8K
$5.24M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
468+ 1.58% |
$98.1K - $116K
|
30.2K
$6.93M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
468+ 1.42% |
$98.1K - $116K
|
33.5K
$7.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
466+ 2.7% |
$97.7K - $115K
|
17.7K
$4.07M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
465+ 2.6% |
$97.5K - $115K
|
18.4K
$4.22M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
459+ 0.59% |
$96.2K - $113K
|
78.3K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Alpha Omega Group, Inc.
|
BUY
|
- |
458+ 30.39% |
$96K - $113K
|
1.97K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
458+ 7.19% |
$96K - $113K
|
6.83K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
457+ 0.52% |
$95.8K - $113K
|
88.2K
$20.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
455+ 0.45% |
$95.4K - $112K
|
101K
$23.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
454+ 1.65% |
$95.2K - $112K
|
27.9K
$6.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
454+ 0.13% |
$95.2K - $112K
|
361K
$82.8M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
453+ 4.03% |
$95K - $112K
|
11.7K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
451+ 2.59% |
$94.6K - $111K
|
17.9K
$4.11M
|
|
|
May 05, 2025
Q1 2025
|
Prospect Hill Management, LLC
|
BUY
|
- |
450+ 0.09% |
$94.4K - $111K
|
512K
$118M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
450+ 9.31% |
$94.4K - $111K
|
5.28K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
449+ 0.51% |
$94.1K - $111K
|
87.8K
$20.2M
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
449+ 55.64% |
$94.1K - $111K
|
1.26K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
449+ 5.5% |
$94.1K - $111K
|
8.62K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
448+ 3.16% |
$93.9K - $111K
|
14.6K
$3.36M
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
447+ 10.14% |
$93.7K - $110K
|
4.86K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
445+ 2.2% |
$93.3K - $110K
|
20.7K
$4.75M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
445+ 2.56% |
$93.3K - $110K
|
17.9K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
444+ 3.42% |
$93.1K - $110K
|
13.4K
$3.08M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
444New |
$93.1K - $110K
|
444
$102K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
443+ 15.23% |
$92.9K - $109K
|
3.35K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
442+ 0.83% |
$92.7K - $109K
|
53.9K
$12.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
441+ 1.3% |
$92.5K - $109K
|
34.5K
$7.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
441+ 3.01% |
$92.5K - $109K
|
15.1K
$3.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
439+ 11.56% |
$92K - $108K
|
4.24K
$973K
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
437+ 4.95% |
$91.6K - $108K
|
9.27K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
437+ 1.38% |
$91.6K - $108K
|
32K
$7.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
437+ 3.68% |
$91.6K - $108K
|
12.3K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
434+ 7.69% |
$91K - $107K
|
6.08K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
433+ 6.28% |
$90.8K - $107K
|
7.32K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
433+ 0.44% |
$90.8K - $107K
|
99.2K
$22.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
430+ 6.08% |
$90.2K - $106K
|
7.5K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
429+ 0.85% |
$90K - $106K
|
50.7K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
429+ 0.89% |
$90K - $106K
|
48.9K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
428+ 1.25% |
$89.7K - $106K
|
34.5K
$7.93M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
428+ 0.54% |
$89.7K - $106K
|
79.9K
$18.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
423+ 1.48% |
$88.7K - $105K
|
29K
$6.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
422+ 2.73% |
$88.5K - $104K
|
15.9K
$3.64M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
422+ 0.19% |
$88.5K - $104K
|
220K
$50.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
420+ 35.47% |
$88.1K - $104K
|
1.6K
$368K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
417+ 0.58% |
$87.4K - $103K
|
71.8K
$16.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
415+ 1.22% |
$87K - $103K
|
34.3K
$7.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
415+ 4.4% |
$87K - $103K
|
9.84K
$2.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
415+ 1.13% |
$87K - $103K
|
37K
$8.5M
|